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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
701
Rockefeller Financial Services
New York
$57K
CHC
702
City Holding Co
West Virginia
$51K
SIG
703
Stanford Investment Group
California
$51K +$8.5K +290 +22%
WTB
704
Washington Trust Bank
Washington
$48K +$2.64K +90 +6%
KF
705
Krilogy Financial
Missouri
$47K
MRCM
706
M&R Capital Management
New Jersey
$45K +$59 +2 +0.1%
FQ
707
First Quadrant
California
$44K
NCM
708
Nelson Capital Management
California
$41K -$27K -920 -41%
CGT
709
Capital Guardian Trust
California
$38K
MWM
710
MinichMacGregor Wealth Management
New York
$37K
SAM
711
Solaris Asset Management
New York
$37K +$34K +1,160 New
ZB
712
Zions Bancorporation
Utah
$34K +$20.4K +697 +187%
AIM
713
Advantage Investment Management
Iowa
$32K
KFA
714
Kays Financial Advisory
Georgia
$31K +$28.4K +969 New
BAM
715
Barrett Asset Management
New York
$30K
MCM
716
Manchester Capital Management
Vermont
$30K
Carson Wealth (CWM LLC)
717
Carson Wealth (CWM LLC)
Nebraska
$29K +$26.4K +900 +11,250%
First Eagle Investment Management
718
First Eagle Investment Management
New York
$28K
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$880 +30 +3%
FHA
720
First Horizon Advisors
Tennessee
$25K +$24.3K +827 New
AF
721
Arrow Financial
New York
$24K
HCM
722
Highlander Capital Management
New Jersey
$23K
WIC
723
Woodmont Investment Counsel
Tennessee
$22K +$20.6K +702 New
ANBT
724
American National Bank & Trust
Texas
$21K
JSAM
725
J. Safra Asset Management
New York
$21K